Compare · 3 funds side by side · dividends reinvested

AMLP, EMLP and IGV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,130AMLP · best of the three

02 / 04

AMLP, EMLP and IGV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.82%+17.2%+18.4%+20.7%+15.2%−7.9%11.3%$4.1B1.4

Alerian MLP ETFSectors · Energy1.01%8.03%+14.2%+16.6%+13.9%+16.1%−11.0%13.4%$12.1B1.9

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−4.0%−7.2%+13.6%+3.0%−33.2%32.9%$12.4B2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: AMLP 2010 · EMLP 2012 · IGV 2001

Head to Head

Swap sides Versus in desk

Head to Head

First Trust North American Energy Infrastructure Fund · $4.1B$20,285

EMLP

IGV

iShares Expanded Tech-Software Sector ETF · $12.4B$11,584

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

EMLPMeasureIGV

+17.2%Year to dateJan 1 → Nov 9−4.0%

+18.4%1 yearTotal return−7.2%

+20.7%3 years · per year$10,000 became $17,569 · $14,660+13.6%

+15.2%5 years · per year$10,000 became $20,285 · $11,584+3.0%

0.95%Expense ratio$95 · $38 a year on $10k · lower is better0.38%

2.82%Trailing 12-mo yield$282 · $2 a year on $10k0.02%

−7.9%Worst dropSmaller is better−33.2%

11.3%VolatilityLower is calmer32.9%

EMLPIGV Winner of the row, in its colourEach row: the bigger of the two fills its side

7–1EMLP wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EMLP vs IGV: Top 5 Holdings

Today

EMLP

27.8%in top 5

IGV

in top 540.6%

EMLPStockIGV

not top 5MSFT9.4%

9.0%EPDnot top 5

not top 5PLTR8.2%

not top 5PANW8.1%

not top 5CRWD7.8%

7.2%ETnot top 5

not top 5ORCL7.1%

4.4%MPLXnot top 5

3.5%PAGPnot top 5

3.5%KMInot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

EMLP vs IGV Returns, Every Period

First TrustEMLP

+15.2%

5 years, per year

IGViShares

+3.0%

5 years, per year

EMLPIGVFaded: behind in that period

4–0EMLP wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Thematic vs Sector: EMLP vs AMLP

YTD

First TrustEMLP

+17.2%

AMLPALPS

+14.2%

+17.2%Year to date+14.2%

−7.9%Worst drop · 1Y−11.0%

11.3%Volatility · 1Y13.4%

2.8%Yield8.0%

$4.1BAssets$12.1B

3–1EMLP wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AMLP, EMLP, IGV

Today

0.38%lowest, IGV

FundExpense ratioFee$10k

IGV0.38%$38

EMLP0.95%$95

AMLP1.01%$101

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: AMLP, EMLP, IGV

8.03%highest, AMLP

FundTrailing yieldYield$10k

AMLP8.03%$803

EMLP2.82%$282

IGV0.02%$2

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$702most kept, AMLP

AMLP$803 − $101 = $702

EMLP$282 − $95 = $187

IGV$2 − $38 = −$36

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: AMLP, EMLP, IGV

Today

23.0%most shared, AMLP and EMLP

AMLPEMLPIGV

AMLP—23.0%0.0%

EMLP23.0%—0.0%

IGV0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.4%EMLP, at 11.3% volatility

EMLPWorst drop−7.9%11.3% vol

AMLPWorst drop−11.0%13.4% vol

IGVWorst drop−33.2%32.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

AMLPEMLP

+14.2%Year to date+17.2%

8.0%Yield2.8%

+16.6%Past year+18.4%

1.01%Fee0.95%

3–1EMLP wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026